Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22
Introduction
00:00 • 2min
Is There Really Going to Be Any More Fiscal Stimulus?
01:34 • 2min
The Gridlock Rally Is a Clown Show
03:18 • 2min
What Do We Do About Inflation?
05:14 • 2min
Where Do You Think Stocks Can Go From Here?
07:07 • 3min
Is It Time to Fade the Cyclical Trade?
09:46 • 2min
The Dollar Index Is Still Up 15% Year to Date
11:29 • 2min
Can the Market Go Up Without Megacad Tech?
13:40 • 2min
Can We Have a Sustainable Rally Without the Apples, the Amazon's, the Microsoft's?
15:24 • 2min
Is Caterpillar a Bad Trade?
17:41 • 2min
Is Caterpillar in a Recession?
19:17 • 2min
What Do You Think About Chairs of Disney?
21:09 • 2min
Is Disney Going to Add Ad Supported Tiers?
22:57 • 3min
Is Netflix More Recession Resistant Than Disney?
25:31 • 2min
The ESG Fest Fact of the Day - What's Next?
27:06 • 2min
Sam Bankman Freed's FTX - What's the Real Takeaway?
29:16 • 2min
Is This a Regulatory Light Industry?
31:43 • 2min
Bitcoin and the Liquidity Crunch - What Do You Think?
33:38 • 3min
Does This Hurt the Credibility of Crypto?
36:14 • 2min
Blockchain
37:55 • 2min
The Midterms, March Higher Continues
40:07 • 2min
Stocks of Uber and Lyft - Final Trade Time. Josh Brown, Your First.
42:08 • 2min